UMB Bank, n.a.

Position in PEG — Public Service Enterprise Group Inc

CIK 933429 Kansas City, MO

Position in PEG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,056,377

+$27,423 QoQ

Shares Held

13,016

+2.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#506

of 1,300 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Utilities · as of Jun 30, 2026

UMB Bank, n.a. holds $82,452,639 across 31 Utilities - Regulated Electric names. PEG ranks #7 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	471,252	$41,361,787
2	DUK	Duke Energy CORP	175,888	$22,263,902
3	SO	Southern Co	38,937	$3,726,659
4	AEP	American Electric Power Co Inc	22,910	$3,134,316
5	EVRG	Evergy, Inc.	19,427	$1,679,075
6	LNT	Alliant Energy Corp	14,555	$1,110,400
7	PEG	Public Service Enterprise Group Inc This page	13,016	$1,056,377
8	AEE	Ameren Corp	8,742	$988,195

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,056,377	13,016	+2.4%	Shares	Defined	2026-08-13
2026-03-31	$1,028,954	12,711	-6.6%	Shares	Defined	2026-05-11
2025-12-31	$1,092,963	13,611	+9.3%	Shares	Defined	2026-02-13
2025-09-30	$1,039,410	12,454	+0.7%	Shares	Defined	2025-11-04
2025-06-30	$1,040,716	12,363	+1.1%	Shares	Defined	2025-07-11
2025-03-31	$1,006,035	12,224	+38.2%	Shares	Defined	2025-04-14
2024-12-31	$747,059	8,842	+8.4%	Shares	Defined	2025-01-16
2024-09-30	$727,952	8,160	+1.4%	Shares	Defined	2024-10-09
2024-06-30	$593,358	8,051	+2.6%	Shares	Defined	2024-07-29
2024-03-31	$524,222	7,850	-4.8%	Shares	Defined	2024-04-26
2023-12-31	$504,486	8,250	-3.5%	Shares	Defined	2024-01-23
2023-09-30	$486,580	8,550	0.0%	Shares	Defined	2023-10-18
2023-06-30	$535,315	8,550	-0.7%	Shares	Defined	2023-07-25
2023-03-31	$537,818	8,612	-8.7%	Shares	Defined	2023-04-11
2022-12-31	$577,652	9,428	+2.2%	Shares	Defined	2023-01-10
2022-09-30	$518,777	9,226	-2.9%	Shares	Defined	2022-10-13
2022-06-30	$601,285	9,502	0.0%	Shares	Defined	2022-07-20
2022-03-31	$665,140	9,502	-5.5%	Shares	Defined	2022-04-22
2021-12-31	$670,969	10,055	+17.6%	Shares	Defined	2022-02-09
2021-09-30	$520,572	8,548	-4.4%	Shares	Sole	2021-10-18
2021-06-30	$534,433	8,946	+9.8%	Shares	Sole	2021-07-26
2021-03-31	$490,349	8,144	+7.5%	Shares	Sole	2021-04-15
2020-12-31	$441,797	7,578	-2.7%	Shares	Sole	2021-02-04
2020-09-30	$427,803	7,791	0.0%	Shares	Sole	2020-10-16
2020-06-30	$383,005	7,791	-18.0%	Shares	Sole	2020-07-16
2020-03-31	$426,689	9,501	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.